+198.1%
DOCN vs MRNA
+2.2%
+195.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.6% | +16.2% | +13.0% |
| 7D | +16.3% | -9.0% | +25.4% | +17.3% |
| 30D | +2.0% | +137.2% | -135.1% | -17.4% |
| 3M | -25.2% | +194.8% | -220.0% | -44.1% |
| 6M | +132.7% | +167.2% | -34.5% | +77.9% |
| YTD | +163.3% | +375.9% | -212.6% | +64.9% |
| 1Y | +280.3% | +465.2% | -184.8% | +122.2% |
| 3Y | +371.8% | +30.4% | +341.5% | +288.6% |
| 5Y | +87.1% | -66.8% | +153.9% | +85.1% |
| All | +198.1% | +2.2% | +195.9% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling